ADL
XM

Asset Dedication LLC’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Asset Dedication LLC’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-119
Closed -$5K – 1060
2021
Q3 		$5K Hold
119
– – ﹤0.01% 806
2021
Q2 		$5K Hold
119
– – ﹤0.01% 720
2021
Q1 		$4K Buy
+119
New +$4K ﹤0.01% 591